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Portfolio (Quarterly) Guide ↗

Alpha Financial Advisors, LLC

· CIK 0001972138
13F Portfolio $382M AUM 159 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 54 New 17 Added 17 Reduced 2 Exited
Page 4 of 6  ·  114 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 QQQ CALL INVESCO QQQ TR Financial Services 500.0 $368K 0.10% NEW $736.40 -2.3%
62 QQQ PUT INVESCO QQQ TR Financial Services 500.0 $368K 0.10% NEW $736.40 -2.3%
63 VUG VANGUARD INDEX FDS 4,183.0 $360K 0.09% +3K +500.1% $86.15 +3.2%
64 VB VANGUARD INDEX FDS 1,168.0 $354K 0.09% $303.14 +0.3%
65 IBM CALL INTERNATIONAL BUSINESS MACHS Technology 1,200.0 $337K 0.09% NEW $281.21 -16.0%
66 MDB CALL MONGODB INC Technology 1,000.0 $336K 0.09% NEW $335.90 +33.0%
67 LIN LINDE PLC Basic Materials 631.0 $327K 0.09% $518.94 -5.8%
68 IJH ISHARES TR 4,221.0 $325K 0.09% $77.11 -0.8%
69 BERKSHIRE HATHAWAY INC DEL 612.0 $306K 0.08% -42.0 -6.4% $500.39
70 VIG VANGUARD SPECIALIZED FUNDS 1,287.0 $305K 0.08% $236.71 +2.9%
71 NVDA NVIDIA CORPORATION Technology 1,469.0 $294K 0.08% -75.0 -4.9% $200.09 +12.6%
72 TER CALL TERADYNE INC Technology 600.0 $290K 0.08% NEW $483.84 -23.8%
73 QTUM ETF SER SOLUTIONS 1,736.0 $287K 0.07% NEW $165.34 -8.8%
74 IJJ ISHARES TR 1,887.0 $279K 0.07% $147.73 +0.5%
75 EFA ISHARES TR 2,673.0 $278K 0.07% +34.0 +1.3% $103.87 +4.4%
76 DBAW DBX ETF TR 5,459.0 $265K 0.07% $48.47 +0.6%
77 ITOT ISHARES TR 1,577.0 $259K 0.07% $164.27 +3.0%
78 CSCO CALL CISCO SYS INC Technology 2,200.0 $258K 0.07% NEW $117.46 -5.7%
79 PWV INVESCO EXCHANGE TRADED FD T 3,405.0 $258K 0.07% $75.77 +7.8%
80 FTEC FIDELITY COVINGTON TRUST 894.0 $255K 0.07% NEW $285.67 +1.8%
Page 4 of 6  ·  114 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 33.4%
Financial Services 25.6%
Healthcare 20.2%
Communication Services 9.1%
Consumer Defensive 5.3%
Basic Materials 3.6%
Consumer Cyclical 2.7%